Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In PubMatic (PUBM) To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in PubMatic between February 27, 2025 and August 11, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. Click here to participate in the action. NEW YORK, Oct. 18, 2025 (GLOBE NEWSWIRE) -- What’s Happenin ...

Over the past three years, AppLovin has enjoyed the biggest share-price rise of any firm now in the S&P 500 index. We explain what’s behind the digital-ad firm’s success, and why some are sceptical https://t.co/rMFBKRm36rPhoto: Josh Edelson/AppLovin https://t.co/4eUCMgvzO6 ...

Over the past three years, AppLovin has enjoyed the biggest share-price rise of any firm now in the S&P 500 index. We explain what’s behind the digital-ad firm’s success, and why some are sceptical https://t.co/RsiuwlenhE ...

QMMM’s $100M crypto treasury plan sent its stock soaring 1,700%. Weeks later, its offices are empty. | Credit: Getty Images. Key Takeaways Hong Kong-based digital ad firm QMMM has gone dark after the SEC recently halted its trading. The company’s $100 million DAT plan sent its stock surging 1,700% in a single day. Its Hong Kong office now sits empty, fueling suspicions that executives fled. Nearly overnight, QMMM Holdings went from a little-known digital advertising firm to one of the most talked ...

Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In AppLovin (APP) To Contact Him Directly To Discuss Their Options If you purchased or acquired stock in AppLovin between May 10, 2023 to March 26, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. NEW YORK, Oct. 16, 2025 (GLOBE NEWSWIRE) -- What’s Happening: Bragar Eagel & Squire, P.C., a nationally recognize ...

The digital retail, cloud, and artificial intelligence (AI) specialist has a lot going on. Is it time to buy?Third-quarter earnings season is about to kick off in earnest, and to say investors will be paying close attention may be an understatement. There were plenty of moving parts at play in recent months. One company that exemplifies both the ongoing challenges and opportunities is Amazon (AMZN -0.45%).On one hand, there's the continuing uncertainty related to the long-term impact of tariffs, which could ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the digital advertising sub-sector in the Americas, specifically analyzing the Q3 2025 earnings season and making stock recommendations for companies within this industry [1][2]. Company Ratings and Price Targets - **MAX**: Downgraded from Buy to Neutral with a 12-month price target of $12.00 (previously $14.50) [1] - **IBTA**: Downgraded from Neutral to Sell with a 12-month price target of $26 (previously $30) [1] - **Unity (U)**: Initiated coverage with a Neutral rating and a 12-month price target of $38 (previously $32.50) [1][2]. - **Alphabet (GOOGL)**: Maintained Buy rating, raised price target to $288 from $234 [50]. - **Meta Platforms (META)**: Maintained Buy rating, raised price target to $870 from $830 [50]. - **Pinterest (PINS)**: Maintained Buy rating with a price target of $43 [50]. - **Opera (OPRA)**: Maintained Buy rating with a price target of $24.50 [50]. - **AppLovin (APP)**: Neutral rating with a price target of $630 [50]. - **Ibotta (IBTA)**: Downgraded to Sell with a price target of $26 [50]. Core Industry Insights - **Performance Trends**: Sustained momentum in performance-oriented budgets, particularly in direct response channels, was noted throughout Q3, with strong performance in July and August [2]. - **Brand Advertising**: Continued headwinds from a weaker brand advertising environment, especially from large advertisers, but easing revenue headwinds were observed in September, potentially improving Q4 [2]. - **Experimental Budgets**: Volatility in experimental budgets remains, with smaller platforms experiencing stalled or downside volatility [2]. - **Programmatic Platforms**: The value of programmatic platforms like Meta's Advantage+ and Alphabet's Performance Max continues to grow, attracting more industry budgets [2]. Industry Vertical Performance - **Retail & eCommerce**: Advertisers are deploying marketing dollars against stable end demand trends, particularly in less discretionary verticals [3]. - **Online Travel**: Normalizing around mid to high single-digit growth in 2H 2025, with marketing budgets adjusting accordingly [5]. - **Automotive**: Stable spending aligned with usual seasonality in Q3 [5]. - **Consumer Packaged Goods (CPG)**: Mixed trends with stable marketing and the rise of emerging brands [5]. Key Themes and Risks - **AI and Automation**: Increasing adoption of AI-driven programmatic systems is a significant theme, with potential impacts on advertising budget trends [5][6]. - **Direct Response vs. Brand Advertising**: Direct response spending remains resilient, while brand advertising is more volatile and subject to cuts during economic downturns [16]. - **User Engagement**: User growth and engagement trends are stable to rising, particularly in international markets, with short-form video driving engagement [16][30]. Pricing Trends - Q3 pricing trends across the digital advertising landscape showed slight growth year-over-year, with average CPMs for Meta's platforms experiencing a decrease of approximately 4% quarter-over-quarter but an increase of 3% year-over-year [20][25]. Conclusion - The digital advertising sector is experiencing a mix of challenges and opportunities, with a focus on performance-oriented budgets and the impact of AI on advertising strategies. Companies like GOOGL and META are positioned positively, while others face varying degrees of risk and opportunity based on their exposure to different advertising verticals and market dynamics [7][50].

Integration of KNOREX’s advanced AI with premier providers’ human-verified B2B data empowers marketers to deliver smarter, more precise campaigns at scaleSunnyvale, CA, Oct. 15, 2025 (GLOBE NEWSWIRE) -- KNOREX Ltd. (NYSE American: KNRX) (“KNOREX” or the “Company”), a leading provider of AI-driven digital advertising products and solutions, today announced a strategic partnership with a premier Business-to-Business (B2B) data provider known for its human-verified, proprietary dataset. This collaboration comb ...

Core Insights - AppLovin Corporation (APP) has experienced a significant stock surge of 140% over the past six months, outperforming the broader industry growth of 66% and major competitors like Alphabet (GOOGL) and Meta Platforms (META), which saw gains of 56% and 37% respectively [1][7] Company Performance - AppLovin's Axon 2 AI engine, launched in Q2 2023, has greatly enhanced ad performance, leading to a quadrupling of advertising spend on its platform [2][4] - The company is estimated to achieve a $10 billion annual run rate in ad spend from gaming clients, positioning it among the top global ad tech firms by valuation [3] - In Q2 2025, AppLovin reported a 77% year-over-year increase in revenues and a 99% rise in adjusted EBITDA, with net income soaring 156% from the previous year [9][10] Market Outlook - Analyst projections indicate continued growth, with expected earnings of $2.36 per share for Q3 2025, representing an 89% increase year-over-year, and revenues anticipated to reach $1.34 billion, reflecting a 12% growth [10][12] - For the full year 2025, earnings are projected to increase by 103%, with revenues expected to grow by 18% [10][11] Strategic Positioning - AppLovin's strategy focuses on leveraging AI for direct monetization in mobile advertising, distinguishing it from other tech giants that are primarily enhancing enterprise productivity [8][13] - The success of Axon 2 and the expanding publisher base highlight AppLovin's competitive advantage in the mobile advertising sector [4][13]

Group 1: Stock Market Overview - The stock market is expected to deliver competitive returns over long periods despite current volatility related to tariffs and other factors [1] Group 2: Company Analysis - Alphabet - Alphabet has a market cap of nearly $3 trillion and dominates the digital ads market through Google and YouTube, which are leading platforms in their niches [4] - The digital advertising market is projected to grow, providing a strong tailwind for Alphabet, which benefits from network effects and improved search algorithms [5] - The rise of AI chatbots has not significantly disrupted Google's search volume, and Alphabet has successfully integrated AI into its search results [6] - Alphabet is a leader in cloud computing, holding the third-largest market share, with Google Cloud sales growing rapidly, supported by AI-related services [7] - Multiple growth avenues, including digital ads and AI, are expected to enhance Alphabet's results [8] Group 3: Company Analysis - Veeva Systems - Veeva Systems has achieved success by focusing on a specific segment of the cloud market, indicating strong competitive advantages and growth potential [8]